I am a CPA, CA with many years of experience in tax planning and in the preparation of tax returns for deceased individuals, estates and trusts. I enjoy helping individuals, whether it's someone who needs assistance developing an estate plan to achieve peace of mind, or an executor who needs help with the many challenges in their important role.
An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 16 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication to client service, serves her well when dealing with complexities of estate settlement.
Shannon understands that the role of the executor is a difficult one with sometimes overwhelming responsibilities. Focused on executor services, she helps executors to identify where RBC can help to lift the burden of an executorship, whether in a simple administration capacity like helping with specific tasks, or in a more comprehensive manner like carrying out the entire estate settlement process on their behalf.
Shannon continues to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planning (CFP), MTI Estate and Trust Professional, and Trust and Estate Practitioner (TEP).
As a highly skilled Estate and Trust Advisor, Shannon can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust throughout Canada. She can also provide tailored solutions to help clients carry out their many executor duties and can help to expedite the settlement process, and maximize the estate's value through knowledgeable handling of estate and tax issues.
Independent Financial Advisor since 1994.
Del is a Financial Advisor, primarily for retirees, as well as successful professionals and business owners who aspire
to financial independence and a "work optional" lifestyle. He has
developed and refined a process that puts the pieces of the financial puzzle together for
his clients as their life unfolds and needs evolve. Retirement planning, estate
planning, risk management planning are a big part of the process, as is debt
and cash flow planning. Del works with his client's other professional
advisors, such as lawyers and accountants, to facilitate a team approach to
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning. In addition to the CEA designation, I have earned several other industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations. I am a member of the Canadian Association of Gift Planners. I am registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.
Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.
Faculty member of the Canadian Initiative for Elder Planning Studies.
Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner in helping you reach your financial goals and dreams.
赵萌, 特许金融分析师，最喜欢这个职业的地方就是她有机会帮助他人实现财富目标，解决财务问题。Amanda觉得她的使命就是“传道 、授业、解惑”：不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要了解金融理财的基本理念，提前规划的必要性，财务安全的重要性，家族财富传承的可行性，以及企业和个人免税延税的合法性。Amanda一直秉承财务规划的量体裁衣性，为每一位客户量身打造通往财务自由的成功之路。
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
I am a financial advisor who has the accreditation of PFA . I service both individuals and corporations on their investment/insurance needs. I work for my clients to make sure we come up with a Retirement plan that will suite their needs in the present as well as the future.
I have been in the Insurance Industry for 20+ years and have supported Individuals, Corporations and Carriers in the development and creation of a better consumer experience.
Wealth Advisor/Financial Planner since 2016 and an Insurance Broker since 2010.
Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent. He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997. He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career. Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.